Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap)
8 strong themes — 7 recurred · 1 new. Top: Integrated Logistics +14.6%.
Strong themes8
Top change+14.6%
LeaderKCTC
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Integrated Logistics | KCTC | +30.00% | |
| Steel Majors / Steel (Small & Mid Cap) | Hyundai BNG Steel | +29.81% | |
| Shipbuilding Equipment | HD-Hyundai Marine Engine | +19.12% | |
| Construction Majors | Daewoo Engineering & Construction | +6.95% | |
| Shipbuilding | Hanwha Ocean | +7.93% | |
| Media & Content | kt alpha | +5.17% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer & Systems | +5.84% | |
| Battery (Cell Makers) | LG Chem | +6.85% |
On 2021-04-29, Integrated Logistics led the session with an average change of 14.57%. All 4 of its stocks rose, with KCTC up 30.0%.
Steel Majors / Steel (Small & Mid Cap) came next with an average change of 13.42%, and all 7 of its stocks rose. Hyundai BNG Steel led the group at 29.81%.
Shipbuilding Equipment posted an average change of 10.62%, led by HD-Hyundai Marine Engine at 19.12%. Every theme except Battery (Cell Makers) was a recurrence.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Integrated Logistics | recurred after 34 days | +14.6% | 4/4 | KCTC |
| 2 | Steel Majors / Steel (Small & Mid Cap) | recurred after 6 days | +13.4% | 7/7 | Hyundai BNG Steel |
| 3 | Shipbuilding Equipment | recurred after 36 days | +10.6% | 3/3 | HD-Hyundai Marine Engine |
| 4 | Construction Majors | recurred after 24 days | +5.1% | 3/3 | Daewoo Engineering & Construction |
| 5 | Shipbuilding | recurred after 3 days | +4.4% | 3/3 | Hanwha Ocean |
| 6 | Media & Content | recurred after 31 days | +3.9% | 4/5 | kt alpha |
| 7 | Currency & ATM Systems (incl. CBDC) | recurred after 9 days | +3.4% | 3/3 | Korea Computer & Systems |
| 8 | Battery (Cell Makers) | new | +3.1% | 3/3 | LG Chem |
Theme by Theme
1. Integrated Logistics (recurred after 34 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +30.0% | 8,970 | ★ |
Dongbang Transport & Logistics 004140 | +12.5% | 6,859 | |
Taewoong Logistics 124560 | +11.1% | 4,542 | |
Hansol Logistics 009180 | +4.7% | 3,455 |
Related news
- [이시각 상한가] KCTC(▲2070) - 29일 오후 14시17분 — 이투데이 (Korean)
- KCTC 20% 넘게 급등…“정부 화물대란 해소 위한 지원 돌입” — 아주경제 (Korean)
- [특징주] KCTC, 화물대란 조짐에 연일 상승세 — 헤럴드경제 (Korean)
2. Steel Majors / Steel (Small & Mid Cap) (recurred after 6 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai BNG Steel 004560 | +29.8% | 27,000 | ★ |
Husteel 005010 | +16.6% | 3,140 | |
KBI Dong Yang Steel Pipe 008970 | +15.0% | 3,066 | |
Samhyun Steel 017480 | +14.1% | 8,360 | |
Posco Steeleon 058430 | +9.0% | 6,060 | |
SeAH Steel 306200 | +7.8% | 125,000 | |
Hyundai Steel Company 004020 | +1.7% | 58,400 |
Related news
- [이시각 상한가] 현대비앤지스틸(▲6200) - 29일 오후 15시5분 — 이투데이 (Korean)
- 현대비앤지스틸 10%↑…“고성능 SUV 모델 코나N 최초 공개” — 아주경제 (Korean)
3. Shipbuilding Equipment (recurred after 36 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD-Hyundai Marine Engine 071970 | +19.1% | 6,480 | ★ |
Samyung ENC 065570 | +7.8% | 8,250 | |
STX Engine 077970 | +4.9% | 15,000 |
4. Construction Majors (recurred after 24 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +7.0% | 7,690 | ★ |
Samsung C&T 028260 | +5.3% | 140,000 | |
Hyundai Engineering & Construction 000720 | +3.0% | 52,832 |
Related news
- 대우건설, 1Q 영업익 2294억…전년比 90%↑ — 아시아경제 (Korean)
- 대우건설, 1분기 영업익 2294억원…전년比 89.7% ↑ — 뉴스핌 (Korean)
- 대우건설 이익 전망치 52% 뛰어넘어…“주가 재평가” 7% 쑥 — 서울경제 (Korean)
5. Shipbuilding (recurred after 3 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +7.9% | 30,828 | ★ |
HD Hyundai Mipo 010620 | +4.4% | 78,500 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +1.0% | 150,500 |
Related news
- 한국조선해양, 3650억 규모 초대형 LPG선 4척 수주…“LPG 선박 수요↑” — 디지털타임스 (Korean)
- 한국조선해양 ‘수주랠리’, 초대형 LPG선 4척 따내 — 매일경제 (Korean)
- 한국조선해양 1분기 영업 이익 675억 원 — KBS (Korean)
6. Media & Content (recurred after 31 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
kt alpha 036030 | +5.2% | 12,200 | ★ |
Next Entertainment World 160550 | +5.2% | 13,250 | |
SM Life Design Group 063440 | +2.8% | 2,980 | |
Studio Dragon 253450 | +2.5% | 100,600 | |
Atlas Link 297570 | - | - |
Related news
- “쿠팡 ‘총수없는’ 대기업집단 지정”…관련주 동방, KTH, KCTC, 서울식품, 다날 등은? — 아주경제 (Korean)
7. Currency & ATM Systems (incl. CBDC) (recurred after 9 days)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer & Systems 115500 | +5.8% | 7,970 | ★ |
NICE Infra 063570 | +3.1% | 6,740 | |
Korea Computer Terminal 089150 | +1.2% | 8,710 |
Related news
- 정치칼럼 ‘당명떼고 정책배틀’-라운드 ⑤-②> 천하람이 본 암호화폐 — 전남일보 (Korean)
8. Battery (Cell Makers) (new)
- Episode: started 2021-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Chem 051910 | +6.8% | 951,000 | ★ |
SK Innovation 096770 | +1.9% | 270,586 | |
Samsung SDI 006400 | +0.8% | 657,910 |
Related news
- [리포트 브리핑]LG화학, ‘주가 재평가가 절실함을 보여주는 놀라운 실적’ 목표가 1,400,000원 - 현대차증권 — 뉴스핌 (Korean)
- [리포트 브리핑]LG화학, ‘올해 영업이익, 2018~2020년 합산치 상회 전망 ’ 목표가 1,350,000원 - 키움증권 — 뉴스핌 (Korean)
Closing Thoughts
Integrated Logistics came back after a 34-day gap, as news reported government support to ease a freight crunch. The next question is whether KCTC carries its 1-day streak further.
Another thread is Construction Majors, lifted by news of Daewoo Engineering & Construction’s Q1 earnings. In the new battery theme, LG Chem rose 6.85% and Samsung SDI gained 0.75%.